MFSV vs VLUE

AMFSV

BVLUE

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$20,109VLUE · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.70%VLUE · $170 on $10k

Smallest drop−6.4%MFSV · worst fall in 1Y

Held in common8.8%MFSV and VLUE

MFSV

VLUE

MFS Active Value ETF · $673MiShares MSCI USA Value Factor ETF · $8.9B

[…]3 years · per year[…] · $22,162+30.4%

[…]5 years · per year[…] · $20,109+15.0%

0.44%Expense ratio$44 · $15 on $10k · lower wins0.15%

1.34%12-mo yield$134 · $170 on $10k1.70%

−6.4%Worst dropSmaller wins−11.0%

10.7%VolatilityLower wins21.4%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMFSV · VLUE

2.0%BAC1.9%

1.4%PFE2.0%

1.8%WFC1.3%

2.8%CI1.1%

Held in common8.8%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BVLUE	iShares MSCI USA Value Factor ETFRead Desk	0.15%	1.70%	+0.1%	+34.9%	+42.6%	+30.4%	+15.0%	−11.0%	$8.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AMFSV	MFS Active Value ETFRead Desk	0.44%	1.34%	−0.8%	+12.8%	+17.0%	new	new	−6.4%	$673M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVLUE	iShares MSCI USA Value Factor ETFRead Desk	0.15%	1.70%	+0.1%	+34.9%	+42.6%	+30.4%	+15.0%	−11.0%	$8.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AMFSV	MFS Active Value ETFRead Desk	0.44%	1.34%	−0.8%	+12.8%	+17.0%	new	new	−6.4%	$673M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MFSV vs VLUE

MFSV

MFS Active Value

[…]

VLUE

iShares MSCI USA Value Factor

$20,109

MeasureMFSVVLUE

Fee0.44%0.15%

Cost on $10k a year$44$15

Yield1.34%1.70%

5 years, per year[…]+15.0%

3 years, per year[…]+30.4%

Worst drop · 1Y−6.4%−11.0%

Volatility · 1Y10.7%21.4%

2–2measures won
level

8.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: MFSV, VLUE, VUG

Today

15.8%most shared, MFSV and VUG

MFSVVLUEVUG

MFSV—8.8%15.8%

VLUE8.8%—0.6%

VUG15.8%0.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$155most kept, VLUE

VLUE$170 − $15 = $155

MFSV$134 − $44 = $90

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee